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7. Equitable Life Savings & Retirement Webinar Series features Payout Annuities In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:
   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.
   This month, Equitable Life is featuring a discussion on Payout Annuities. Hear why payout annuities provide a guaranteed income that is worry-free and receive insights into how a payout annuity can fit into your client’s retirement plan. Learn about the features and advantages a payout annuity can provide to your client.
    
   Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada for a discussion on Equitable Life’s Payout Annuities.
    
   Learn more
8. 2022 Holiday Hours The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
    
   Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
   
   Customer Service Holiday Hours
   • Friday, December 23, 2022 - 8:30 a.m. – 7:30p.m. ET
   • Monday, December 26, 2022 – CLOSED
   • Tuesday, December 27, 2022 – CLOSED
   • December 28, 29 and 30, 2022 - 8:30 a.m. – 7:30 p.m. ET
   Individual Insurance
   • We will continue to process business as usual on all regular business days up to year end.
   Savings & Retirement
   • To settle on December 23, 2022, the transaction must be received that day by 11:00 a.m. ET
   • To settle on December 30, 2022, the transaction must be received that day by 11:00 a.m. ET
   Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
9. Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management  

   In 2022, Equitable Life’s S&R team will continue to spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series features a new topic. The series also gives advisors an opportunity to: learn more about various products and product features, hear from industry professionals, learn about investment strategies; and so much more.

   This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager; Ryan Crowther, Vice President, Portfolio Manager; and Andrew Buntain, Vice President, Institutional Portfolio Manager, from the Franklin Bissett Investment Management team.
    

   Learn More

   
   Moderated by Andrew, Les and Ryan will discuss the Equitable Life Bissett Dividend Income Fund Select, and its goal of providing investors high current income by investing primarily in Canadian and American dividend paying preferred and common stocks.
    

10. December 30 Deadline for 7% No Load CB5 Initial Commission for Investment Class (75/75)

    As the end of year approaches, so does the temporary increase to our CB5 sales option initial commission from 5.6% to 7.0% on Pivotal Select™ Investment Class (75/75). The 7% initial commission promotion will end on December 30, 2022.*
     

    • Deposits and transfers to CB5 funds for Pivotal Select Investment Class (75/75) must be made by December 30, 2022, at 11:00 a.m. ET. Any deposits received after this date will not receive the promotional rate.
    • Applications submitted before the December 30, 2022, deadline will only receive the promotional rate if also funded before December 30, 2022.
    • If the client is awaiting a transfer from another financial institution, please follow up with the institution to ensure the transfer arrives by December 30, 2022.

     
    For more information, please contact your Equitable Life Regional Investment Sales Manager.
     
    * Equitable Life reserves the right to end the campaign, at any time and without notice.
     
    ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
    
    November 24, 2022